2.5 CPE Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. This module provides best practices for various areas that support this culture of discipline, including time, team, and project management.
Major Topics:
- Creating a culture of discipline
- Project and time management best practices
- Avoiding common time wasters
- Tips for both getting -- and staying -- organized
- Managing stress for yourself and others
- Managing productive meetings
Learning Objectives
- Discover and discuss the traits of a disciplined culture for teams.
- Recognize and describe best practices for project and time management.
- Identify and list ways to manage stress for maximum productivity.
- Explore and explain best practices for effective meetings.
Last updated/reviewed: March 6, 2024
Included In Certifications
This course is included in the following Certification Programs:
13 CoursesAudit Training Certification - Level 4 - Supervisor/Manager
- Audit Quality Control - Avoiding Peer Review Deficiencies
- Internal Control Deficiencies and Other Matters - Adding Value Through Required Auditor Communications
- Auditing Impairment of Long-Lived Assets, Including Goodwill - Identifying and Calculating Impairment Losses
- Maximizing Analytic Procedure Evidence - Adding Value Through Useful Financial Statement Analysis
- Accounting Estimates, Including Fair Value - Evaluating the Propriety of Areas with Uncertainty
- Special Audit Considerations - Comprehending Requirements of Group Audits, Compliance Audits, Using the Work of a Specialist or Others, and More!
- The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques
- Management Skills - Exhibiting Traits of a Balanced Leader-Manager
- Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions
- Making Rain - Improving Success with Retaining Clients and Attracting Prospects
- General Ethics for Business Professionals
- Accounting Update - Hot Topics for Preparing Current Period Financial Statements
- Auditing & Attest Update - Hot Topics for Current Period Audits and Other Attest Services
19 Reviews (115 ratings)
Reviews
Anonymous
(Owner)
Good presentation on time management, tips on how to effectively run a meeting, overview of change management, and personality traits that can get in the way -- all of which impact your ability to stay disciplined and get things done.
Anonymous
()
This was a good refresher course. The instructor presented the material well with a good flow between topics. I appreciate the tips on handling various personalities to enable productive meetings.
Anonymous
(Controller)
I enjoyed this course! I found myself applying the personality types to individuals I work with and the tips listed here for working with each appear to be helpful if implemented
Anonymous
(N/A)
I was familiar with much of the course's information, but it was a good refresher. The instructor always does a good job in explaining and providing examples related to the topic.
Anonymous
(Staff Accountant)
Good tips on how to manage time and teams to be more effective. Describes different personality types and how to optimize each. Tips on to do lists, meetings, and more.
Anonymous
(Director, Governance)
Really great course! I enjoyed the topic of holding better meetings. This is one area we potentially waste a lot of time everyday.
Tracey Scharmann
(CPA at Tracey Scharmann)
Great material with practical advice on how to manage time, effect change and create a more disciplined office environment.
Anonymous
(Corporate Controller)
I have always liked Jennifer's classes because she mixes general with good examples of how it applies to work.
Anonymous
(Retired)
Good refresher on information we all deal with on a daily basis. Good presenter with good examples as well.
Anonymous
()
Finally found the time to take this course, and glad I did! Presentation was motivating and positive.
Anonymous
(CFO)
I don't know that I learned much new in this course; however, it was a good review of the basics.
Anonymous
(Senior Internal Auditor)
This was an interesting course in learning how to manage your time and meetings and to do lists.
Anonymous
(Accounting Manager)
Enjoyable and informational. Tips that can be immediately utilized in our everyday work life.
Andrew Lundgren
(Collections Specialist at Yelp)
Good overview of the basics of time management, meeting design, change management, and more.
Anonymous
(Manager - Compliance and Risk Management)
Good content, useful course and very relevant. I appreciate the reminders.
Anonymous
(Finance)
It was a fun and informative class. I like how she organize information.
Anonymous
(Internal Audit Manager)
Good overall refresher in this area, some good tips to keep in mind.
Reynaldo Saclolo
(Senior Auditor at California Milk Market Administrator Off..)
Excellent class. WIll be using techniques for professional growth.
Jessica Spaulding
(Accountant at Firebirds Funding)
Useful topic. Felt the class was longer than needed for it.
Prerequisites
Course Complexity: Intermediate
No advanced preparation or prerequisites are required for this course.
Designed For: Accountants with responsibilities for task, project, or team management.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Jennifer LouisCPA, President of Emergent Solutions Group LLC
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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